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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,662 | $41,377+80.4% | $109,313-31.7% | $62,881+18.7% |
| Participation rate | 53.3% | 57.5%-4.2pp | 71.3%-17.9pp | 69.3%-16.0pp |
| Annual return | 6.85% | 11.05%-4.2pp | 22.07%-15.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,008 | $2,045-1.8% | $3,166-36.6% | $3,203-37.3% |
| Admin fee / account holder | $766 | $2,884-73.4% | $5,666-86.5% | $4,296-82.2% |